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HONEYWELL SAVINGS AND OWNERSHIP PLAN
HONEYWELL SAVINGS AND OWNERSHIP PLAN Asset Allocation Composite Moderate
HONEYWELL SAVINGS AND OWNERSHIP PLAN Asset Allocation Composite Moderate
live (public) 1.00% April 30
Delayed
Holdings (As of 10/31/2025)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| General Bond | VFICX (VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) | 0.11% | Investment Grade Bond Fund | 39.53% |
| US Equity | SVSPX (SSGA S&P 500 INDEX FUND CLASS N) | 0.27% | S&P 500 Equity Index Fund | 10.86% |
| US Equity | VIGIX (VANGUARD GROWTH INDEX FUND INSTITUTIONAL SHARES) | 0.52% | Growth Equity Fund | 11.23% |
| Real Estate | NGREX (NORTHERN GLOBAL REAL ESTATE INDEX FUND NORTHERN GLOBAL REAL ESTATE INDEX FUND) | 0.0% | Global REIT Fund | 9.46% |
| Emerging Market Equity | MADCX (BlackRock Gbl Emerging Markets Fd Cl I) | 0.60% | Emerging Markets Equity | 9.17% |
| International Equity | EFA (iShares MSCI EAFE ETF) | 0.22% | International Stock Fund | 19.75% |
* Day change on 10/31/2025.
Previous
Beta
Performance (As of 04/30/2026)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| HONEYWELL SAVINGS AND OWNERSHIP PLAN Asset Allocation Composite Moderate | 2.0% | 16.7% | 10.2% | 3.9% | 7.3% | 6.3% |
| VFINX (Vanguard (S&P 500) Index) | 8.4% | 25.7% | 21.5% | 13.2% | 15.2% | 14.2% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.2% | 17.0% | 14.2% | 7.3% | 9.5% | 9.2% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/2001 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.5 | 2.0 | 16.7 | 10.2 | 3.9 | 7.3 | 6.3 | 6.5 | 6.7 | 16.3 | 5.5 | 7.0 | -15.6 | 8.1 | 14.7 | 23.8 | -5.0 | 12.1 | 8.4 | -5.9 | 6.5 | 9.4 | 15.9 | -2.5 | 3.9 | 16.6 | -1.5 | 5.6 | 14.4 | 5.6 | 11.3 | 18.7 | -0.9 | 2.3 |
| Sharpe Ratio | NA | 0.36 | 2.15 | 0.94 | 0.1 | 0.66 | NA | NA | 0.71 | 1.39 | 0.23 | 0.42 | -1.91 | 0.98 | 1.53 | 3.19 | -0.76 | 2.71 | 1.17 | -0.78 | 1.1 | 1.33 | 2.06 | -0.18 | 0.41 | 1.86 | -0.66 | 0.25 | 1.67 | 0.57 | 1.53 | 2.93 | -0.87 | -2.43 |
| Draw Down(%) | NA | 7.5 | 7.5 | 11.3 | 22.2 | 22.2 | NA | NA | 22.2 | 9.8 | 4.9 | 7.6 | 16.3 | 4.8 | 6.2 | 2.8 | 10.8 | 1.8 | 4.3 | 10.8 | 4.6 | 6.2 | 6.0 | 13.7 | 8.4 | 4.2 | 5.6 | 6.3 | 6.7 | 4.2 | 5.6 | 4.1 | 2.9 | 0.0 |
| Standard Deviation(%) | NA | 10.5 | 8.1 | 8.9 | 8.7 | 8.2 | NA | NA | 7.8 | 9.7 | 8.0 | 8.0 | 8.9 | 8.3 | 9.4 | 7.0 | 8.3 | 4.2 | 7.0 | 7.6 | 5.9 | 7.1 | 7.7 | 14.1 | 9.2 | 8.9 | 3.7 | 9.7 | 6.6 | 6.0 | 6.8 | 6.1 | 2.3 | 0.0 |
| Treynor Ratio | NA | 0.06 | 0.31 | 0.16 | 0.02 | 0.17 | NA | NA | 0.22 | 0.29 | 0.04 | 0.07 | -0.64 | 0.15 | 1.1 | 0.49 | -0.13 | 0.23 | 0.22 | -0.15 | 0.14 | 0.16 | 0.28 | -0.04 | 0.1 | 1.12 | -1.7 | 0.04 | 0.18 | 0.06 | 0.19 | 0.84 | -1.24 | 13.03 |
| Alpha | NA | 0.01 | 0.01 | 0.0 | -0.01 | 0.01 | NA | NA | 0.01 | 0.02 | -0.03 | -0.02 | -0.05 | -0.02 | 0.04 | 0.03 | -0.01 | 0.01 | 0.02 | -0.02 | 0.0 | -0.02 | 0.03 | -0.01 | 0.0 | 0.05 | -0.01 | 0.01 | 0.02 | 0.01 | 0.02 | 0.05 | -0.01 | 0.0 |
| Beta | NA | 0.65 | 0.56 | 0.52 | 0.41 | 0.32 | NA | NA | 0.25 | 0.47 | 0.52 | 0.48 | 0.27 | 0.55 | 0.13 | 0.46 | 0.47 | 0.51 | 0.37 | 0.4 | 0.48 | 0.57 | 0.57 | 0.59 | 0.37 | 0.15 | 0.01 | 0.56 | 0.61 | 0.54 | 0.55 | 0.21 | 0.02 | 0.0 |
| RSquared | NA | 0.77 | 0.73 | 0.74 | 0.63 | 0.51 | NA | NA | 0.4 | 0.81 | 0.69 | 0.62 | 0.53 | 0.75 | 0.23 | 0.67 | 0.93 | 0.65 | 0.47 | 0.67 | 0.86 | 0.81 | 0.89 | 0.94 | 0.53 | 0.2 | 0.03 | 0.87 | 0.87 | 0.86 | 0.82 | 0.35 | 0.03 | 0.0 |
| Sortino Ratio | NA | 0.53 | 3.22 | 1.36 | 0.13 | 0.92 | NA | NA | 0.99 | 2.01 | 0.32 | 0.63 | -2.38 | 1.37 | 2.06 | 5.48 | -0.97 | 4.37 | 1.61 | -1.03 | 1.58 | 1.85 | 3.21 | -0.24 | 0.58 | 2.78 | -0.83 | 0.34 | 2.54 | 0.82 | 2.19 | 4.81 | -1.15 | -2.5 |
| Yield(%) | N/A | 0.5 | 5.0 | 4.4 | 3.5 | 5.6 | 5.7 | 6.9 | 3.37 | 4.7 | 2.7 | 4.8 | 2.4 | 4.1 | 3.7 | 8.1 | 3.2 | 2.7 | 6.1 | 2.2 | 3.1 | 2.9 | 4.1 | 3.9 | 2.4 | 2.1 | 0.9 | 3.9 | 4.1 | 2.6 | 2.8 | 3.1 | 1.0 | 2.3 |
| Dividend Growth(%) | N/A | -87.9 | 142.0 | 15.7 | 7.5 | 149.5 | N/A | N/A | N/A | 86.2 | -40.5 | 71.2 | -37.1 | 23.1 | -42.7 | 141.0 | 32.4 | -51.2 | 162.0 | -25.7 | 16.8 | -18.2 | 2.4 | 65.7 | 34.6 | 125.8 | -74.9 | 7.7 | 69.7 | 2.5 | 7.2 | 199.7 | -54.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
Portfolio Description
The risk profile of this portfolio is 40%. The total allocation of the fixed income asset should be at least 40%.
The portfolio’s stock (risk asset) allocation can be dynamically reduced when stock or risk asset markets are in a downtrend.
This portfolio belongs to HONEYWELL SAVINGS AND OWNERSHIP PLAN.
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